Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,434 | $106,749-57.4% | $145,433-68.8% | $82,448-44.9% |
| Participation rate | 37.0% | 75.6%-38.6pp | 82.1%-45.1pp | 68.1%-31.0pp |
| Annual return | 12.88% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $850 | $3,444-75.3% | $4,554-81.3% | $2,551-66.7% |
| Participant deferral / active EE | $1,525 | $6,519-76.6% | $7,897-80.7% | $4,139-63.2% |
| Admin fee / account holder | $17,137 | $8,390+104.3% | $13,129+30.5% | $7,234+136.9% |